Horizon Investments, LLC
Top Portfolio Positions
1,135 positions ·
$5,376,797,327 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
978,714 | $636,496,862 | 11.84% | |
| NVDA |
Nvidia Corp
Technology
|
1,457,794 | $254,239,273 | 4.73% | |
| AAPL |
Apple Inc.
Technology
|
866,987 | $220,032,630 | 4.09% | |
| MSFT |
Microsoft Corp
Technology
|
440,743 | $163,149,836 | 3.03% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
484,257 | $139,252,942 | 2.59% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
438,151 | $91,253,708 | 1.70% | |
| AVGO |
Broadcom Inc.
Technology
|
292,327 | $90,478,129 | 1.68% | |
| USO |
United States Oil Fund, LP
|
600,000 | $76,350,000 | 1.42% | |
| META |
Meta Platforms, Inc.
Communication Services
|
130,906 | $74,895,249 | 1.39% | |
| XOM |
Exxon Mobil Corp
Energy
|
392,624 | $66,612,587 | 1.24% |
Portfolio Trend
25 quarters · across all stocks
Holdings in MCRI
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,030,854 | 10,783 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $916,806 | 9,580 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $882,493 | 8,338 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $632,567 | 7,318 | Shares | Sole | 2025-08-14 | |
| No 13F history on record for this holder in this stock. | ||||||